Examples of investable or liquid assets include but aren’t limited to cash savings, pension funds, and money held in investment accounts or ISAs.
Chartered Financial Planner
Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.
FPFS (Fellow of the Personal Finance Society)
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.